About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

Enabling technology

Comprehensive clearing and compliance services

Practice management programs and training

Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

* As reported in Financial Planning magazine 1996-2012, based on total revenues.

Keep Your Money

We have over 25 years of experience in Northern Virginia managing and helping our clients grow their wealth. We carefully evaluate every aspect of your financial picture and unique needs to develop a comprehensive plan designed to manage your assets, grow your net worth and leave a legacy. Ours is a measured approach that relies on in-depth understanding of Wealth Management, Estate and Business Succession and Insurance Strategies. Our successes can be directly attributed to helping our clients in Hunt Country and the Greater D.C. Area skillfully manage their assets and pursue their personal goals. We believe that true financial success is not about how much money you have, but how much money you keep.